FourThought Financial’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History

FourThought Financial’s Portfolio MLPX Stock Details MLPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$67K	Hold	1,779	–	–	0.01%	523
2022 Q2	$68K	Hold	1,779	–	–	0.01%	525
2022 Q1	$76K	Hold	1,779	–	–	0.01%	542
2021 Q4	$63K	Hold	1,779	–	–	0.01%	607
2021 Q3	$63K	Hold	1,779	–	–	0.01%	623
2021 Q2	$64K	Hold	1,779	–	–	0.01%	626
2021 Q1	$56K	Hold	1,779	–	–	0.01%	658
2020 Q4	$47K	Buy	+1,779	New	+$45.1K	0.01%	682

Other funds holding MLPX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FourThought Financial's MLPX Position: Q3 2022 in Review

FourThought Financial held its Global X MLP & Energy Infrastructure ETF (MLPX) position steady in Q3 2022 at 1,779 shares worth $67K. The position accounts for 0.01% of the portfolio, ranked #523.

FourThought Financial first reported a position in MLPX in Q4 2020 and has held it in 8 quarters since. The position peaked at $76K in Q1 2022. 164 funds tracked by Wall St. Rank hold MLPX as of Q3 2022.

FourThought Financial held 1,779 shares of Global X MLP & Energy Infrastructure ETF worth $67K as of Q3 2022.
FourThought Financial left its Global X MLP & Energy Infrastructure ETF share count unchanged in Q3 2022.
Global X MLP & Energy Infrastructure ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #523 holding.
FourThought Financial first reported a position in Global X MLP & Energy Infrastructure ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Global X MLP & Energy Infrastructure ETF position peaked at $76K in Q1 2022.
164 funds tracked by Wall St. Rank held Global X MLP & Energy Infrastructure ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.